Prioritized Task Management

Knowing what tasks are most important will increase your productivity. Spend less time sorting through long lists of TO-DOs or paper checklists and more time accomplishing important objectives. PlanPlus Online makes it easy to keep track of all your tasks and prioritize them using the A,B,C,1,2,3 system. The quick prioritize wizard provides a usefully interface for drag & drop task management based on day & importance. Delegated tasks are delivered via email to the recipient and all updates are tracked in your PlanPlus Online account. No account is required for recipient of a delegated task.

Prioritized Tasks Daily & Master Tasks Forward tasks to today Drag & Drop to calendar Quick Prioritize Wizard

Calendar Sharing

Individual & Group Calendar Sharing

Calendar sharing is an essential element for productivity in a group or team. Understanding who is availabie, when resources are available, and when external contacts need to be invited to appointments can be accomplished with PlanPlus Online.

View other users calendar Color code appointments Create multiple calendar sharing groups Personal Page that allows you to share your calendar with the world and allow external web visitors to request appointments durring your available times.

Weekly Planning

Mission, Values, Roles, Goals, Tasks

Start your week by reviewing your mission statement & values. Then move on to review your goals and add any goal steps to your weekly calendar or task list.  Next, review your Roles and identify the most imporant activity to keep your life balanced and your saw sharpened.

Mission Statement Builder Identify Values Goals& Steps Big Rocks and Compass

Use PlanPlus™ Online Anytime, Anywhere on Your Smartphone

Accessible from any smartphone with a Web browser, such as an iPhone, BlackBerry®, Palm®, Windows® Mobile, and other devices.

With this mobile access to PlanPlus™ Online, you have a specialized interface to manage your contacts, tasks and calendar on any smartphone from anywhere at anytime via the Web.

Goal Planning

Goal planning made easy online

To achieve success personally or professionaly you need to have goals.  PlanPlus Online allows you to track your Goals and Intermediate steps.  Keeping your eye on you Goal will create the energy, focus, and determination required to achieve them.

Create Goals Identify Intermediate steps Drag & Drop goals & steps to your calendar Drag & Drop goals & steps to your task list

Task Delegation

Task Delegation via E-Mail

Maximize your effectiveness by delegating appropriate tasks.  PlanPlus Online allows you to delegate tasks to internal or external users.  If you are delegating a task within your account, the recipient will receive the task on their PlanPlus Online task list. If you are delegating the task externally, the recipient will recieve the task in their email.

Assign Tasks to Internal Users via Username Assign Tasks to External Contacts via an email address Task recipient does not need to have a PlanPlus Online account Feedback from delegated task is updated in the PlanPlus Online account.

Email Center

PlanPlus Online includes an integrated email center that can accommodate multiple  POP or IMAP accounts.  Each account can be kept separate for keeping your personal email separate from your business emails. For outgoing messages you can choose which email address to show as the sender.

Multiple Inbound/ outbound Accounts Create contact record from Email Save text or html  Email Templates Transfer Email to Task/Appt/Note/ Contact/ Opportunity Access from any computer

Project Dashboards & Charts

Real Time Dashboards

Single page to manage business processes Confirm sale trends — react with confidence Accurate performance reports Instant real-time reports

Sales Forecasting

Sales forecast win probabilities can be manually set by the sales reps or the can be driven by rules associated with the sales stage. Additionally a manager can set up a quota for each sales rep and compare performance verses quotas.

Improve Accountability Improve Visibility Compare Quota Vs. Forecast Automated or Manual forecasting Automated, Scheduled reports can be sent to managers, or executives Use the Default or configure custom sales processes and forecasting sales stages

Business Process Builder

Custom Workflow

PlanPlus Online's Sales Automation (SFA) module enables sales managers to achieve the maximum potential from each sales associate. Customizable to their company's products, services, sales channels and competitive position, they can design and implement their sales workflow or methodologies. PlanPlus Online combines your "Best Practices " and workflow methodologies to increase sales. It enables sales managers to apply "what their best sales performers know" and to guide others to become top performers.  Workflows enable managers to quickly identify and react to changes in their sales pipeline performance.

Make every sales representative a Top Performer Automate sales interaction scripts, rules, etc Ensure sales opportunities are not lost Standardize your Best Practices

Pipeline Tracker

Customizable Sales Stages Pipeline Reports Win Probabilities Close Date